Apps Create New Notebook in Copilot

This tutorial will show you how to create a new notebook in Copilot on the web and app in Windows 11.

The Microsoft Copilot app is an AI here to give advice, inspiration, and help when you need a hand. You can start a conversation to get clear answers to tough questions, turn ideas into images, or polish your writing until it shines.

Signing into Copilot using your personal Microsoft Account gives you access to your chat history, image creation, longer conversations, voice interactions, and other Copilot features.

Copilot Notebooks are AI‑powered workspaces where you can bring together your content and sources so Copilot can understand the full picture and give you more relevant, context‑aware responses. Share notebooks with people to collaborate in real time, exchange knowledge, and build together with Copilot. As you work, get focused answers tailored to your notebook's content and keep adding references that update dynamically as your project evolves.

You can work with your notebook two ways: the lightweight Notebooks experience in the Microsoft Copilot app, and the fuller, workspace-focused experience in OneNote. The same notebook opens in both, so you can move between the experiences without losing context.

Copilot Notebooks operates as an intelligent, scoped workspace. When you create a notebook, you can add references such as Word documents, PowerPoint decks, Excel sheets, Copilot pages, and more. Copilot then uses only this curated content to help you:

• Receive focused answers tailored to your notebook's content.
• Continue adding references that update in real-time as your project evolves.
• Personalize Copilot’s responses by setting instructions for delivering prompts.
• Listen to audio overviews for a more engaging way to catch up on your material on the go.
• Accomplish anything from small tasks to larger projects without ever leaving the Copilot app.

References:

You must be signed in to Copilot with your Microsoft account to create and use Notebooks in Copilot.

EXAMPLE: Get started with Notebooks





Here's How:

1 Open the copilot.com site or Copilot app on Windows 11.

2 Sign in to Copilot with your Microsoft account if not already.

3 Click/tap on the Chat tab on the sidebar, click/tap on Notebooks, and click/tap on either Create new or New notebook. (see screenshot below)


4 Type a name you want for this notebook, and click/tap on Next. (see screenshot below)


5 You can now perform the action(s) below to add references and Copilot chats content to the notebook, and click/tap on Create when finished. (see screenshots below)

• Click/tap on the References tab, and click/tap on Upload, Add links, or OneDrive for what you want to add.
• Click/tap on the Copilot Chats tab, and click/tap on a chat you want to add.

6 Click/tap on the share button if you want to add (invite) members to collaborate together on the notebook. (see screenshot below)



7 You and any added members can now collaborate together on the notebook. (see screenshots below)




That's it,
Shawn Brink